Our investment philosophy is predicated on achieving our clients’ investment objectives through an active, multi-manager investment approach based on the following principles:

  • Portfolios with an efficiently constructed, long term Strategic Asset Allocation (SAA), combined with active medium-term Tactical Asset Allocation (TAA) can consistently add value over the longer term;
  • Selecting best-in-class active investment managers, in a cost-efficient manner, can add value over and above the index in appropriate asset classes and their sub-sectors;
  • Allocating to passive investment managers and/or structures where applicable can improve flexibility, achieve cost efficiency and help control risk;
  • Identifying, understanding and managing the portfolio’s market risk through diversification and manager selection is critical to achieving investment objectives; and
  • Appropriate governance, portfolio oversight and independent risk management ensures robust and repeatable investment results.